Agent workspace - New Interaction to populate Assigned to and Assignment Group fields

[Winnie P]

Hello there - When a User opens a new Interaction via Agent Workspace, how can you pre-populate the Assignment Group and Assigned to fields please, for example if I create a New Interaction then I would like my Assignment Group and my name to appear under Assigned to, be populated? What is the best way? Thank you.

[Mahesh Kumar3 · Accepted solution]

A client script like the following can fulfill your requirement :

Notice that this client script is view specific. Global field is unchecked and view name is specified.

I am assuming there are no workspace view rules for your interaction table.

Regards,

Mahesh Kumar.

[Winnie P]

Thank you Mahesh, that was helpful, Regards Winnie

[Mahesh Kumar3]

Hi @Winnie Poelima ,

Glad that it helped you. Thanks for marking my response as helpful.

If your query was resolved, please mark my answer as correct so that it will benefit other users with similar query.

Regards,

Mahesh Kumar

[Winnie P]

Thank you Mahesh, this helped me in the right direction. Regards, Winnie